We are pleased to announce that our own Chris Wheaton is featured in a new national advertising campaign from Schwab Advisor Services. This advocacy campaign seeks to educate investors on the benefits of working with an independent advisory firm. These benefits include a focus on service not sales and providing high-caliber financial advice that is conflict-free and customized to clients’ unique needs.
At Litman Gregory, we believe our commitment to putting clients first is the reason we’ve earned and retained our clients’ trust for over 30 years.
Our Thoughts on the Silicon Valley Bank Failure
Recent problems in the banking industry have increased uncertainty in the financial markets. On behalf of our clients, we have taken a close look at the situation and assessed the potential consequences. In this post we summarize the circumstances at Silicon Valley Bank that led to its failure, describe the broader implications, and review what we see as minimal impact for our clients and their portfolios.
Insight Newsletter—Winter 2023
Our Insight Newsletter is now available. Included in this edition: Investment Commentary Research Update: Trend Following with Managed Futures Tax Planning Opportunities from
Research Update: Trend Following with Managed Futures
The evidence of the long-term value that trend-following managed futures bring to a balanced portfolio is compelling, even though there are shorter periods where sharp see-saw patterns can lead to disappointing returns. However, in a year like 2022 that saw significant declines for both stocks and bonds, managed futures experienced large positive gains and were one of the only asset classes to provide meaningful downside protection. This research update serves to address many of the questions that we receive about this interesting investment strategy.